Cetera Investment Advisers

Cetera Investment Advisers Portfolio holdings

AUM $86B
1-Year Est. Return 17.65%
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.08B
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,737
New
Increased
Reduced
Closed

Top Buys

1
+$66M
2
+$31.1M
3
+$23.3M
4
ABT icon
Abbott
ABT
+$23.2M
5
TIP icon
iShares TIPS Bond ETF
TIP
+$19.6M

Top Sells

1
+$45.9M
2
+$35.3M
3
+$20.4M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$19.2M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$15.8M

Sector Composition

1 Technology 10.64%
2 Healthcare 5.26%
3 Financials 4.91%
4 Consumer Discretionary 4.57%
5 Communication Services 4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$996K 0.02%
9,199
677
$993K 0.02%
10,863
-1,262
678
$991K 0.02%
3,538
-472
679
$980K 0.02%
29,613
+9,994
680
$979K 0.02%
+5,701
681
$970K 0.02%
7,036
+1,331
682
$970K 0.02%
35,942
-674
683
$968K 0.02%
7,543
+1,973
684
$966K 0.02%
11,343
-300
685
$965K 0.02%
40,382
+4,327
686
$960K 0.02%
47,852
-83,126
687
$959K 0.02%
4,756
+130
688
$958K 0.02%
+26,473
689
$958K 0.02%
17,037
-432
690
$956K 0.02%
4,155
-1,220
691
$951K 0.02%
40,838
+24,708
692
$948K 0.02%
9,452
+7,093
693
$947K 0.02%
6,106
-2,554
694
$943K 0.02%
24,169
+8,248
695
$940K 0.02%
14,174
-1,142
696
$938K 0.02%
46,444
+4,909
697
$934K 0.02%
12,308
+870
698
$934K 0.02%
35,383
-3,959
699
$930K 0.02%
19,396
+8,139
700
$927K 0.02%
64,224
+13,339
26 27
28
29 30